Kristina Barr
Huntington
Summary
Dynamic Medicare Sales Agent and Accounts Payable/Receivable Manager with a proven track record at Select Quote Insurance Services and Soles Electric. Excelled in utilizing CRM tools and streamlining financial processes, achieving significant efficiencies. Skilled in persuasion and problem-solving, adept at enhancing customer service and teamwork. Demonstrated expertise in Medicare regulations and financial management.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
Select Quote Insurance Services
6800 West 115th St. Overland Park Kansas 66211
08.2021 - Current
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
- Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
- Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
Accounts Payable and Receivable Manager
Soles Electric
212 17th St. Huntington, WV 25703
10.2003 - 08.2020
- Reduced outstanding accounts receivable balances by diligently following up on overdue invoices.
- Streamlined accounts payable processes by implementing efficient invoice management and payment systems.
- Achieved timely payment of vendor invoices through meticulous tracking and organization.
- Maintained vendor relationships through clear communication regarding payment terms, discounts, and other negotiated arrangements.
Education
Associate of Applied Science - Accounting
Stratford
Online04-2008
Skills
- Goal oriented
- Cold calling
- Persuasion techniques
- Medicare
- Objection handling
- Teamwork and collaboration
- Customer service
- Problem-solving
Certification
- Licensed Insurance Agent/Broker - WV Department of Insurance.
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
- Medicare Certification – Various Providers.
Timeline
Medicare Sales Agent
Select Quote Insurance Services
08.2021 - Current
Accounts Payable and Receivable Manager
Soles Electric
10.2003 - 08.2020
Associate of Applied Science - Accounting
Stratford